Joe graduated from UW- Whitewater in 2010 with a Bachelor of Science in Business Administration with an emphasis in Finance. Joe started with The Bank of New Glarus in 2011 as a CSR/Personal Banker and joined BNG Investment Services in 2013. Joe received his CERTIFIED FINANCIAL PLANNER ™ Practitioner designation from the College for Financial Planning in November 2015.
Joe helps his clients pursue their financial goals whether it’s retirement planning, college planning or wealth accumulation. He really enjoys getting to know his customers and understanding their financial needs.
Joe is a resident of Orfordville Wisconsin. He likes to spend his free time in the great outdoors either hunting or fishing. He also enjoys playing and watching sports whenever possible.